Eugene William Harris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Lincoln Financial Securities Corporation
  North Haven, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  North Haven, CT

Previous Registrations

• 2003-03-21 → 2025-01-24
  Osaic Fs, Inc.
  North Haven, CT
• 1995-03-21 → 2003-03-31
  Polaris Advisory Services Inc
  North Haven, CT

Other Businesses

1): EUGENE W. HARRIS, LLC CATEGORY: REAL ESTATE RENTAL FOR INVESTMENT AND INSURANCE BUSINESS INVESTMENT RELATED: YES TITLE: OWNER DUTIES: PAY RENT TO THE LLC FOR USE OF THE OFFICE CONDO START DATE: 11/01/2000 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2): HARRIS & CO. WEALTH MANAGEMENT 250 STATE ST. UNIT B1 NORTH HAVEN, CT 06473 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OFFER TAX PREPARATION SERVICES FEBRUARY - APRIL. START DATE: 01/01/83 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20 3): EUGENE HARRIS 250 STATE ST. UNIT B-1, NORTH HAVEN, CT 06473 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS. START DATE: 7/31/01 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) HARRIS & CO. WEALTH MANAGEMENT, 250 STATE ST. UNIT B1, NORTH HAVEN, CT 06473 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 4/1/84 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-05